爆火的 OpenClaw，正在重新定价所有 AI 创业赛道

Core Insights - OpenClaw has rapidly gained popularity on GitHub, reaching 190,000 stars, making it the fastest-growing open-source AI project in history, surpassing notable projects like Kubernetes and the Linux kernel [5][8] - OpenClaw represents a significant milestone in the evolution of AI agents, fostering a collaborative ecosystem rather than mere imitation, and igniting entrepreneurial enthusiasm in the AI space [8][9] - The emergence of OpenClaw is reshaping the investment landscape, with projects related to it experiencing rapid valuation increases as investor interest surges [8][9] Interaction Paradigm Shift - OpenClaw offers a qualitative leap in user interaction compared to traditional AI assistants like ChatGPT, embedding itself within existing communication tools and operating seamlessly in the background [11][12] - This shift transforms AI from a one-time tool into a long-term partner, emphasizing user control and ownership over AI as a personal digital asset rather than a service provided by centralized platforms [12][13] Revaluation of AI Models and Agents - OpenClaw's significance lies in its ability to detach agents from platforms, allowing for personal ownership and expansion, which challenges the prevailing narrative that large models are the sole value drivers in AI [15][16] - The platform enables users to freely combine models and tools, shifting power from centralized companies to developers and users, thus redefining the valuation of both agents and models in the industry [15][16] New Entrepreneurial Opportunities - The rise of OpenClaw is creating new entrepreneurial avenues, including security systems, AI NAS, and independent agent memory solutions, as the demand for personal AI capabilities grows [20][21][22] - The concept of treating AI as a "digital life" opens up various sectors, such as security, infrastructure, and memory management, which are becoming essential for the next generation of AI agents [20][22]